New Account Opening
Creating workflows and edits within InterAct Miser
• Pre-account opening workflow-Business vs. Fiduciary
• Use of Authoring account opening custom exits
• Post-account Opening workflow
Business/Organization Informational Workflow
• What type of account is desired
• Series of Yes/No questions
• Provides instructions on actual account setup
Exits used for Edits
• as_custom_funding_pre_begin and as_custom_setup_ok_begin• CIP edits – SSN, DOB and ID present for each primary relationship customer • BSA edits – Statistical data present : own/rent; occupation; opening reason• IRA edits – contribution codes compatible with IRA type and prior year usage
• as_custom_create_pre_end• Class type assignment – set class type based on relationship codes
Post-Account Opening Workflow
New Account Checklist
• Guides CSR through follow-up processes
• Series of transaction and sub-workflows
THANK YOU
Angenette [email protected]